ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $846,867 | -6.8% | 5,505 | -2.4% | 0.18% | -1.6% |
Q2 2023 | $909,088 | +6.5% | 5,640 | +0.2% | 0.18% | +0.6% |
Q1 2023 | $853,945 | +4.7% | 5,627 | +0.1% | 0.18% | -1.6% |
Q4 2022 | $815,730 | +11.0% | 5,624 | -1.6% | 0.18% | +0.5% |
Q3 2022 | $735,000 | -8.0% | 5,718 | -1.6% | 0.18% | -5.2% |
Q2 2022 | $799,000 | -11.8% | 5,811 | -0.2% | 0.19% | +1.6% |
Q1 2022 | $906,000 | +1.5% | 5,821 | +2.1% | 0.19% | +3.8% |
Q4 2021 | $893,000 | +8.6% | 5,702 | +0.9% | 0.18% | +0.5% |
Q3 2021 | $822,000 | -1.3% | 5,652 | +0.2% | 0.18% | +1.1% |
Q2 2021 | $833,000 | +2.0% | 5,642 | -2.5% | 0.18% | -9.1% |
Q1 2021 | $817,000 | +17.4% | 5,788 | +6.4% | 0.20% | +9.4% |
Q4 2020 | $696,000 | +16.4% | 5,438 | +2.3% | 0.18% | +1.1% |
Q3 2020 | $598,000 | +4.0% | 5,315 | +0.1% | 0.18% | -5.3% |
Q2 2020 | $575,000 | +6.5% | 5,310 | -5.3% | 0.19% | -6.9% |
Q1 2020 | $540,000 | -10.9% | 5,606 | +20.3% | 0.20% | +6.3% |
Q4 2019 | $606,000 | +3.6% | 4,660 | -5.1% | 0.19% | -4.5% |
Q3 2019 | $585,000 | +2.3% | 4,910 | 0.0% | 0.20% | -0.5% |
Q2 2019 | $572,000 | -3.2% | 4,910 | -6.3% | 0.20% | -7.4% |
Q1 2019 | $591,000 | +18.9% | 5,238 | +6.7% | 0.22% | +8.5% |
Q4 2018 | $497,000 | – | 4,911 | – | 0.20% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
LPWM LLC | 249,212 | $37,820,405 | 18.18% |
Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |